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Sittner & Nelson’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Sittner & Nelson’s Portfolio SHY Stock Details SHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-298
Closed -$24.4K – 484
2024
Q1 		$24.4K Buy
+298
New +$24.4K 0.01% 260

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sittner & Nelson's SHY Position: Q2 2024 in Review

Sittner & Nelson sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2024, closing a stake of 298 shares — an estimated $24.4K sold.

Sittner & Nelson first reported a position in SHY in Q1 2024 and held it in 1 quarter. The position peaked at $24.4K in Q1 2024. 1,085 funds tracked by Wall St. Rank hold SHY as of Q2 2024.

  • Sittner & Nelson reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Sittner & Nelson sold 298 iShares 1-3 Year Treasury Bond ETF shares in Q2 2024, an estimated $24.4K.
  • Sittner & Nelson first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2024 and held it in 1 quarter.
  • Sittner & Nelson's iShares 1-3 Year Treasury Bond ETF position peaked at $24.4K in Q1 2024.
  • 1,085 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2024.

Based on Sittner & Nelson's 13F filing for Q2 2024, filed 13 Aug 2024.